category list off screen

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Register category list off screen
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Dugguh

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Posted 12 months ago

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UKR, SuperUser

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To be able to give you a correct answer, we need to know what version, feature level and release of Quicken you are using. 
Click Help / About Quicken (Mac: Quicken / About Quicken) to determine year/version and release.
What version of Windows or Mac OS are you using?
 
As a shot in the dark, please try this:

Font size problems? Display issues? (Windows 8+)

All Quicken versions (up to and possibly including Q 2017 Release R3 in certain hardware configurations) appear to not properly support the new display types supported by Windows 8 and 10 and the under-the-covers changes Microsoft made to make characters readable on all sizes of screens, from small tablets to very large hi-res 4k monitors.

That may lead to all sorts of display issues including fixed-size Quicken windows being displayed too big, too small, blurry, with truncated text and/or missing action buttons.

To try to circumvent this issue go to the Windows Desktop and check the Compatibility tab settings in your Quicken Desktop program icon:
With Quicken closed, right-click the icon, click Properties, click the Compatibility tab.
Uncheck all settings, check "Disable display scaling on high DPI settings".
Optionally, also try the "Run this program in compatibility mode for" and select an older Windows version.
Click the "Change settings for all users" button.
Click Apply and exit.
Start Quicken and see if that makes a difference.

If the bank account register font is "huge", click View in the Menu Bar, then click to remove the checkmark at "Use large fonts".
Also try setting the bank account registers to use a different font style or size: in Edit / Preferences / Register click the Fonts button and try different fonts.

It's recommended NOT to run Quicken in full-screen mode. Use windowed mode instead, adjusting the size and position of the Quicken window so it's away from areas used by the Windows Taskbar.
Make sure you have installed the latest video driver version for your hardware.

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Dugguh

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Quicken Deluxe 2017, build 26.1.3.4, R3. Win10 64bit

Tried all the compatibility tweaks and did not change anything. Tried changing screen resolutions and that didn't change anything either. It appears as the pop-up category window doesn't know where the screen borders are. If a transaction category list is opened at the top of the register, the popup window opens downward without issue. Same if opened at the bottom of the register, the popup window displays upward without issue. If opened in the middle, like when reviewing downloaded transactions, the register ends up in the middle of the display. This is where the category popup window will pop open upward past the top border.

This problem appears to be a problem reported by other users with different configurations.
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Michael Hurley

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I have had the same issue with both 2015 and 2017 version.  Upgrade with the hope this would have been fixed.
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Mike Metzger

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I just upgraded from 2015 to 2017, and this issue has just appeared for me also. No other changes to my system other than the Q2017 upgrade. So not sure how hardware/video driver compatibility would have an effect.
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Randall Atkins

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I just upgraded from 2014 to 2017 and the same issue is confounding me. The category pop-up window always opens so that the bottom of the window covers the payee line--which works fine if the transaction is near the bottom of the page. If the transaction is near the top of the pop-up window it again displays as above but now extending above the top of the screen. I scroll up the transaction list until the one I want is in the middle to the bottom of the screen and then I am able to see the entire pop-up. Yes, a fix is needed.
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slw404

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I upgraded from Q2014 to Q2017 on my Windows 10 laptop and have the exact same issue as all of you: the category list window extends off the top of the screen as if there were visibility up there. Tried the "disable settings on high DPI" suggestion but it didn't help.
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B Mantzel

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Quicken Support (phone) tech confirmed this is the workaround (known problem, no ETA :-(   ), and it solved my problem, if I position my transaction item at the bottom of the register screen before attempting the update.  Thanks!
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Sharon Miranda

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That is simply a bookkeeper's nightmare. 
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UKR, SuperUser

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I can only assume that this must be an issue very specific to your display hardware, video driver version, screen resolution and/or other Control Panel / Display customization settings.
It's my understanding that Quicken has made fixes to Quicken 2017 R 3 that resolved the issue for most users, but apparently not in your case.
I'm running Q 2017 R 3 on a 17" laptop with Windows 8.1 and I'm not experiencing any such issues.

If you haven't done so already, I'd say it's time to contact Quicken Support via Chat or Phone at  http://www.quicken.com/contact-support  and report this issue so that the programmers can take another look.
Scroll down to the blue boxes at the bottom of the webpage for access to Chat or Phone Support.

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Dugguh

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I just changed my screen resolution back to its native 1920-1080 which appears to have fixed the problem. Quicken 2014, which I upgraded from, was unusable at this resolution. Columns and registers were unreadable. Appears that Quicken resolved that issue going forward.
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Dugguh

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I just changed my screen resolution back to its native 1920-1080 which appears to have fixed the problem. Quicken 2014, which I upgraded from, was unusable at this resolution. Columns and registers were unreadable. Appears that Quicken resolved that issue going forward.
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Adam Wise

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i think the problem exists for people that dont have 1920-1080 resolution screens.  Mine is 1366-768 and I can't get the problem resolved.  When downloading transactions and accepting them into the register, the category box remains off the screen.
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Faroe47

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I'm in the same boat with the same screen resolution.  Nothing apparently will be done to provide a fix.  There have been no upgrades and I don't think Quicken will be supported once it's sold off.
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JEM

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I am having the same issue with my laptop.  My resolution is 1366-768 as well.
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slw404

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I have tried the suggestions at the top of the page regarding high DPI and reverting to older WIndows version compatibility but still encountered the "category list window running off screen" problem. I have Windows 10 and the default resolution is 1920x1080. Others seemed to resolved the issue at that resolution, but it's not working for me. Very irritating.
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Stacey

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i tried different resolutions and though it fixed the category list, now the downloaded transactions are off the screen!  I can't see them now. I can't use this software like this. Calling support since I just upgraded. Not sure if that will do any good.
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JEM

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Try menu options VIEW > USE POP UP REGISTERS. 

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QPW

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For people at or close to the min display resolution spec for Quicken this is going to be a problem.
The pop up category list is just too big.  It is in fact impossible to fit on the screen depending on what transaction in the register you are on.  This problem was introduced in Quicken 2015 when they changed the category popup menu.

JEM's idea is a good workaround, another is to realize that you can just type and it will search, and as such you don't really have to use the menu at all.

In this thread I put up some screenshots that show that it won't fit on a screen that is set to 768 high.
https://getsatisfaction.com/quickencommunity/topics/category-box-pop-up-half-off-screen-in-2017-windows  
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Roy M

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I have also been seeing the same bug in 2017 R.4, Win 10 Pro 64bit.  Screen shot showing the bug is attached (near the top left, you can see the light blue/gray Quicken window border and just above, the trees on the wallpaper, as well as the screen expanding about the Quicken window border.  I thought the release notes said this was fixed in R. 5, which I just installed, but no, the problem continues.  I tried the Compatibility suggestions mentioned above, with no improvement.  My screen resolution is 1920 x 1080 (Recommended).  Further suggestions?  

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gmalis1

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Are you really using a "chart of accounts" with numerical values attached to each category?

Please...tell me you imported this from some other software at one time.  Because I'm finding it hilarious that you have this set up this way.  
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Roy M

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Your eyes are not deceiving you.  That set up goes back more than probably 2 decades, at least as far back as NCNB's (I think) Managing Your Money, which preceded Microsoft Money.  If you are a heavy user of the numeric keypad, typing numbers is faster than typing letters.
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Dora

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Just upgraded from Q2014 to Q2017 and have the same problem. Categories listing goes off the top of the screen. I tried JEM's suggestion of VIEW > USE POP UP REGISTERS, but it did not help. Looking forward to a patch that will fix this. It was not a problem in 2014. Surprised they did not catch this in testing before releasing the version. It's quite bothersome.

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ciarmer

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I'm using Quicken 2017 R5, Windows 10 and 1920X1080. Same problem here. Very annoying.

Also having the same types of issues in other parts of the program. For example, in bill reminders tab, when selecting "Enter" for a specific bill, the Enter/Cancel buttons are off the screen. Have tried a number of possible fixes including running in different compatibility modes. 

Turning off "Use Large Fonts" seems to fix all of these issues but then fonts throughout the program are so small, it is a struggle to read anything. 

These display issues are not new. I've had these issues for years and always think that the next "update" will provide a fix. Updates never seem to address the majority of these issues. The myriad of display issues is well documented.  

The use of pop up registers certainly helps but doesn't fix many issues. For example, the category list is partially off the screen even using a pop up register.

With some of these issues I actually have to close the program using Task Manager (because all other actions are impossible since the needed "button" is off the screen), restart it, change the font setting, perform my task, and then change the font setting again. I often feel like I'm working with Windows 3.1.
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Dave Callaghan

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Been using Quicken since 1998 with nary a problem.  Did become unhappy when they started discontinuing account updates for older products.  Didn't see any changes from 2010 to 2014 versions other than different fonts. Paid the upgrade price because I figured it saved me time manually downloading transactions.

Just got forced into a new upgrade for the same reason and now have the same category list off the top of the screen with 2017.  Now I'm very unhappy.  Why am I paying for a decrease in functionality? 

I'm running a Lenovo T520 with native 1366x768 resolution.  Nothing higher.  Tried some lower resolution settings but they don't fix the issue.  Tried to use the pop up registers but that is option is grayed out for some reason.

From the sound of this discussion, Intuit has been aware of this for some time. As a retired IT executive, I find this unacceptable.  Isn't Intuit monitoring these forums?
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Dave Callaghan

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Just want to let others know that I updated to Quicken R15, Build 26.1.15.2 a few weeks ago and it solved the problem on my Lenovo T520.  When choosing the category for a transaction at the top of the screen, the list appears below the transaction line and when choosing a transaction at the bottom of the screen, the list appears above the transaction line. From my perspective this problem is resolved.  For those of you still having issues, I sympathize but some progress has been made and there is more hope today than there was two months ago that they will fix yours as well.

One final comment.  This has been a very annoying situation for what seems to be a long time but the timing couldn't  have been worse.  Intuit has probably been considering shedding Quicken for years and once the decision was made, why would they care?  When Quicken became a separate entity, I'm sure management was far more involved in setting up the new company to focus on a bug that seemed to only impact a limited number of users.  Remember, they had to develop a whole new server environment for us to log into and I'm sure there were many more activities that we never saw.  Business combinations and breakups are always disruptive to normal operations.  If you haven't been through one, they are very much like marriage and divorce.
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Sharon Miranda

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Any successful company should have a sound technical platform as #1 priority. It's what they sell. I believe many customers may have left. I would have except I don't think banks are set up for transactional integration with any other software besides quickbooks. 
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R P Griggs

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Intuit sold this program to an investment group. I can't get information on what they are doing about this problem. Seems they changed it so you can't download from financial institutions after 04-30-17 unless you upgrade and pay for the newest version. Slick way to increase their revenue shortly after purchase. Don't know why Intuit would sell a product in which they enjoyed a monopoly in the market place.
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gmalis1, SuperUser

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1 It's been a year since the capital investment group, HIG, purchased Quicken from Intuit.

2 Quicken (and previously Intuit) almost never gives any timeline for fixes...or in most cases even acknowledges a problem exists unless it's the most egregious of problems.

3 The discontinuation of download services after about 3 1/2 years of ownership has been in effect since at least 2010...so this is nothing new.

4 Intuit sold Quicken for the same reason other companies sell off parts...to make money from the sale and/or to move from that market.

5 There are plenty of alternatives to Quicken.  You just have to look for them and try them out.  Most have free trials.  
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ciarmer

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I'm a long time Quicken user. Occasionally I come here and ask a question and I always start out providing all of the information that I can about the problem I'm having. One thing I've noticed is in the end, a super user will chime in on a topic with a borderline nasty comment. I have an issue with how the program displays on my machine. It's a display issue. One that Quicken has heard about through these forums for a long time. I'm not looking to switch to another software solution because of a display issue.

I'm just looking for input on two things - is there a workaround that works? So far, the answer (for my circumstance) seems to be no. And second, I'm simply wondering why after all this time a seemingly simple issue like this is still sitting there annoying a significant number of long time users. That's more of a rhetorical question. Clearly, the decision makers at the company feel there are bigger fish to fry. I'm not looking for input about where I might be able to go for alternatives. I've got too many years invested for that to be a viable solution. Unfortunately, that's not the first time that type of solution has been suggested and somehow I doubt if it will be the last time. 

My questions about a true workaround for the many display issues inherent in the program stand. I'm hoping that the next step won't be someone shutting down this thread. 
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Adam Wise

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I agree.  And this was the simple reason I started this thread.

I've been a long-time Quicken user and enjoy the platform, but it would be very helpful to get a solution to this problem.   

So far I have not seen one that actually works.  Can anyone at Quicken help?
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Stacey

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Come on Quicken are you listening!!! Spent another morning totally frustrated; takes twice as long to do anything with improper resolution or whatever is making the drop down boxes partially hidden. Really!!! Don't have this problem with other software vendors; maybe you should check with MicroSoft and have them help you figure it out.
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gmalis1, SuperUser

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This is a user to user forum.  Complaining to other Quicken users gets you nowhere. 
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maryfsan

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Quicken has posted a fix that worked for me. it is
https://www.quicken.com/support/work-around-display-issues-high-resolution-monitors

I hope it works for you as well.
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ciarmer

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Hi - 

The link you posted is suggested as a fix for some graphics issues (i.e. it is described as a fix for users with high resolution monitors experiencing display problems (distortion, odd graphics, etc.)).

That description doesn't seem to apply to the problems being discussed in this thread (issues with the category list going off screen or action buttons not be accessible since they are off the screen). Are you suggesting that this fix addresses the category list and button access issues? I'm a bit reluctant to try this fix as it changes registry entries and I'd love to hear from other users that it actually solves the issues this thread has enumerated.

Has any user used this "fix" to fix these issues? 
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Stairclimber

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I tried the fix but it did not work. My issue is the same as ciarmer. The catagory list opens above the screen border making it impossible to view or select the catagory desired. This occurs in full view or using pop up register.
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Roy M

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I tried the fix that Mary S posted a link to.  It did not fix the problem of category list going off screen for me.
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Northbanker

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I was recently forced to upgrade from QFW 2014 to 2017.  The minute I went to categorize my first downloaded transaction I hit this problem of the category pop-up window not being visible at the top, which is generally the most important part of that window.

I have 1024x720 resolution and for general visibility reasons I cannot go to a higher resolution.

QFW 2014 and prior did NOT have this problem, therefore I could keep my preferred resolution.  Now QFW 2017 has this new problem, and I should not be force to go buy a bigger screen.

I feel strongly that Quicken developers should fix this problem through programming.  The older versions of QFW did this correctly, as with many, many other software titles from many, many vendors.  They sense where the top of the screen is, and they dynamically position the pop-up window so that it's completely visible.

Lastly, I have to say that this particular pop-up window represents the function that I spend the vast majority of the time that I spend doing Quicken data-entry.  And I suspect I am not alone in this regard.

So why Quicken product managers not want to fix this problem for all of us who are affected, is beyond me.
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Stairclimber

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I agree! Do Quicken engineers view this blog??
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gmalis1

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Here's my workaround.  When I click on the dropdown box arrow for the category list, part of the category list shows...but not all of it.

Just click on any category in the list (don't double click).  Then use the up and down arrows to scroll in the list until you find the category you're looking for. Then click on it with your mouse or just use the ENTER key. 

It's a lousy workaround, but it works.  
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gmalis1

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I agree! Do Quicken engineers view this blog??

No, they don't.  This is a user to user forum. 
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Northbanker

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Thanks @gmalis1 but your workaround doesn't work for me.  I can't see enough of the top of the window to even see or click on a category.  There's no doubt a few categories up there, but they're off the screen... hidden from view.
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Sharon Miranda

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once you choose the category dropdown box arrow, just use your arrow key, don't click into the popup screen first
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Northbanker

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That's not really a solution.  I want to see & use a scrollable pop-up list.
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Faroe47

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I don't want work-arounds, either.  Quicken, and it's former owner Intuit, has broken its contract with the user.  Never before have I experienced an update where things broke -- and were left unfixed.
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Sharon Miranda

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I just know it is a simple technical design code glitch. So it astonishes me that they won't get to it. I did have a long 'support' chat and asked them to forward my complaint to the top. But the best is for each person coming through this stream, to call or send mail to headquarters:
https://www.quicken.com/

Here is a way to send snail mail to them through your computer
https://www.mailform.io/
(Edited)
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E Miller

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I have used Quicken Home and Business for many years.  I've never yet done an upgrade that actually FIXED things.  The most recent requirement to go to 2017 in order to keep online access forced me to upgrade again.  But I'm done.  I have this same issue with the category list off the screen as everyone else here has described.  Does anyone have suggestions on a proven alternative to Quicken that they have tried?


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anyoldjoe

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13 column tabular paper and a #2 Ticonderoga pencil is a proven alternative.
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Stairclimber

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I use Personal Capital in Tandem with Quicken. It's a great snapshot of your finances but it doesn't allow you to access your accounts. I have found that Quicken is software I love to hate.
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Anthony Rose

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I have a "fix" that avoids the problem but has the downside of limiting the window size. First unmaximize Quicken, then move it into about the top 2/3 of the screen. If positioned just right, the pop up category window will switch from being above the register to being below (and hopefully not cut off). The limited screen size can be somewhat mitigated by pressing F11.
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Joyce Jenkins

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I have used Quicken to keep track of our self employed business for about 20 years. It seems to get a bit more annoying every time I "upgrade". After the last update on 2015 version my category screen was showing up off screen. I assumed this would be fixed if I upgraded to this version. It was even worse.After trying all the suggested fixes in this thread that didn't work for me I found a similar fix to what you did. I made sure my program was not set to "use large fonts" I made my Quicken window smaller by dragging it down in size and then put it on the lower part of my screen. These all seemed to help. Finally I went in and deleted some of the no longer needed categories and it all helped it not to be so annoying.  I don't download my transactions as one of my banks doesn't let me do that. Thanks for the suggestion of F11.
(Edited)
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Sharon Miranda

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None of the fixes in here have helped on my windows 10 laptop. I am considering writing an official letter to the company. Perhaps we all should. I am ready to find another program.
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Northbanker

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Good idea.  In fact I already started that approach myself back in June. The CEO Eric Dunn (who is a nice, responsive guy) contacted his software developer who said he would look into it.  But I never heard anything more from them about if/when it's fixable.  I pinged them in July, and again today to see whether they've been able to at least assess the problem. If I hear anything I will post the news.
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Sharon Miranda

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Here's a page with owner contact info: https://www.quicken.com/locations
And a way to send them a letter through your internet: https://www.mailform.io/
(Edited)
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Scentsible

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Quicken Support, via Chat, advised that I click on the Dropdown Arrow (>) next to the Download Transactions line at the bottom of the screen.  After doing this, he then had me click on the drop-down arrow again (v) to close the download section.  After that, the category drop-down display performed properly.

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Northbanker

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That does not help me.  For me, this problem occurs when I have the download section open in the bottom half of the screen.  I.e. I'm working on categorizing the most recently downloaded transactions.

And in that case, when I click on a transaction and then the category field of that transaction, the category pop-up list always disappears off the top of the screen.
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UKR, SuperUser

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Northbanker,
Try the solution posted by Scentsible when you're not in the middle of accepting downloaded transactions. Next time you accept new transactions tell us if the problem's gone.
(Edited)
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Northbanker

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As indicated just above your post, I've tried it and it didn't help at all.

If everyone else here has success, and says that Scentsible has the best workaround, I'll try it again.  But I'm not holding my breath.
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Roy M

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Sorry to report that clicking the side caret to expand and collapse the download section did not work for me to fix this bug.  And with different accounts, I tried clicking several times with no better results.
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Faroe47

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How disappointed was I after downloading and installing the latest patch, only to find they hadn't addressed this annoying issue.  At this point, I get the feeling they never will address this and we can all go to blazes.
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UKR, SuperUser

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Have you tried the solution posted by Scentsible a couple of hours ago?
This forces a recalculation of the size of the register view area behind the covers and may fix your issue, too.
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Sharon Miranda

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I absolutely believe they are not choosing to correct this issue, as though we, the customers who pay their salaries, are not important. I have called tech support many times, hoping they've figured it out, each time getting yet another little trick that doesn't work. I also sent an email to the management, a link to that page I posted earlier in this stream.

If we all ganged up on them, maybe something would happen, such a sorry state. We could start a petition. Any one volunteer?

I would move straight on to another program if only the bank transactions would also work. That's how they've got us stuck.
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Sharon Miranda

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Yup. Tried it to no avail. Interesting it worked for someone. Perhaps there's a combination of issues.